EP25 每個人都要知道的保險稅務與資產傳承ft.稅務專家朱家棟老師

from 好險有聽 · host 商益

本集好險有聽（EP25）邀請《遺產＆贈與稅的節稅新思維》作者朱家棟老師來跟聽眾們聊聊保單與稅務相關的問題，談到保單的特性，為什麼保單是資產傳承最理想的工具，如何利用保險金信託讓資產順利傳承給下一代？ 0:41 跟朱家棟老師在國際書展相遇3:28 為什麼保單會被課稅？可能會被課哪些稅？7:30 保單要免遺產稅的三個要件10:27 保險給付兩大類：生存給付與死亡給付11:23 保費、現價、保額三者取其大13:58 什麼是解約金？14:50 想解約儲蓄險之前先想想17:04 保險在資產傳承中扮演的角色20:33 用保單傳承資產的 5 個好處23:31 想傳承資產，現金、股票、房地產、保單哪個比較好？31:16 如何透過保險金信託資產傳承？45:15 什麼樣的保單會被實質課稅？   本集由朱家棟老師老師主講，影片版連結在此。另有直播完整影片包含與現場觀眾互動環節（54:17 開始），歡迎收看！延伸閱讀：用對工具傳承資產，稅務專家朱家棟談《遺產＆贈與稅的節稅新思維》See omnystudio.com/listener for privacy information.

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EP25 每個人都要知道的保險稅務與資產傳承ft.稅務專家朱家棟老師

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